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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,966 | $57,590+80.5% | $86,233+20.6% | $82,448+26.1% |
| Participation rate | 75.0% | 57.9%+17.1pp | 69.0%+6.0pp | 68.1%+6.9pp |
| Annual return | 11.07% | 22.41%-11.3pp | 61.39%-50.3pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,057 | $3,080+64.2% | $4,559+10.9% | $4,139+22.2% |
| Admin fee / account holder | $33,410 | $4,730+606.3% | $8,342+300.5% | $7,234+361.8% |